How do I manage multiple clients using the Accounts section?

Managing multiple websites or client campaigns should never require you to constantly log in and out of different profiles. The Accounts section is your centralized command center. Available entirely for free, this feature is built specifically for agencies, fractional executives, and administrators who oversee multiple domains on behalf of their clients.

Why this centralized architecture is so powerful

The best enterprise platforms provide a single master hub to manage your entire portfolio. By utilizing the Accounts section, you unlock three massive advantages:

Single Login Efficiency: You use one master email and password to access every single client workspace. This eliminates password fatigue, stops you from needing multiple browser windows, and saves you countless hours of administrative overhead.
Frictionless Client Scaling: The moment you sign a new client, you simply click the yellow Add Account button. A brand new, completely isolated workspace is generated instantly with its own unique App ID.
Streamlined Billing and Upgrades: Powered by our secure Stripe integration, you have absolute control over the financial health of your portfolio. You can securely manage payment methods, upgrade a client to a premium tier, or downgrade and delete accounts without ever having to leave this master view.

How to navigate your portfolio

As your agency grows, your Accounts page keeps everything perfectly organized. Each website you manage gets its own dedicated card, providing instant visibility into the health of that account:

Quick Details: Instantly reference the unique App ID, the specific website URL, and the exact date the workspace was created.
Current Plan Status: See exactly which billing tier each client is utilizing at a glance. If a client is ready to grow beyond the free Insights plan, you can click the direct Upgrade link to seamlessly move them to the Scale plan.
The Search Bar: When your portfolio grows to dozens of clients, the search bar allows you to instantly isolate the exact account you need.
View Dashboard: This is your portal button. With one click, you are teleported directly into that specific client's Funnel, Nurture Action Queue, and Attribution reports, ready to start optimizing their campaigns.

Total Separation of Data

While you have the ultimate convenience of a single master login, your clients' data remains perfectly isolated. The leads captured on one website will never bleed into the analytics of another. This ensures absolute privacy and pristine data hygiene across your entire portfolio, allowing you to confidently manage your entire empire from one single screen.